Steve Anglin

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Smith Anglin Financial, LLC, is honored to announce it has been named to the 2018 Financial Times 300 Top Registered Investment Advisers. The list recognizes the leading independent RIA firms in the U.S., and is based on data reflecting the organization’s performance. Smith Anglin secured its position with more than $700 million of assets under […]

If you’re like most of us, you haven’t thought too deeply about your retirement savings for some number of years. You might have made a selection on your W-4 form the day you were on-boarded and haven’t given it a whole lot of attention since. You get your periodic statement from your retirement plan, and, as […]

In any given year, it’s good practice to take a look at your payroll deductions. But it’s even more urgent now, considering the seismic shift in tax policy from 2017 to 2018. The Tax Cuts and Jobs Act of 2017 might reduce your tax burden and is intended to simplify your filing. But if you’re […]

The seasons are changing, but not much seems to be changing with stocks. Leaves are falling. Stocks prices are ascending. Another day, another new all-time high. Even the first trading day of Q4 welcomed new highs, and the Dow Jones Industrial Average crossed 23,000 for the first time on October 18th. The media seems to […]

It’s becoming more common to hear the Bears calling for a big drop. Why do they say that? Well, first they hope to be right, which earns a lot of street cred. It’s an easier call to make because risk increases as asset prices move higher. Stocks have come a long way from the first […]

Universal Basic Income (or UBI) is a trendy social policy concept being tossed about by a wide variety of thought leaders from Silicon Valley to the Washington DC think tanks. Whether it is a solution to combat the loss of jobs through automation, stimulate innovation and entrepreneurship, or help complement the existing social safety nets […]

TAX FILING SEASON This time of the year can really give us heartburn. The heartburn can come from a variety of things, but two of them can come from having to accumulate all your tax filing documents and preparing your tax return. I would make the argument that accumulating the documents is worse than preparing […]

Recently, there has been renewed discussion about whether employee investors should make traditional pre-tax contributions into their employer-provided 401k plan or take advantage of the Roth 401k option. Over the past several years, many employers have added a Roth 401k option to their retirement plan offering, which is the basis for the increased discussion. What […]

Most People Confuse Tax Deferred (will be taxed at some point) with Tax Free (will never be taxed) When most investors hear “tax free income”, they immediately think about investing in municipal bonds which are free from federal income taxation. There are many financial calculators for the tax free equivalent yield when investing in municipal […]

Some Updates and Reminders for Closing 2015 and Beginning 2016 As we ring in the New Year and put last year to rest, I wanted to take some time to run down a list of tax and financial topics of interest. These items are things of importance to consider as you prepare for 2016 which […]

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About Smith Anglin Financial

Smith Anglin Financial, LLC is a leading financial advisory firm based in Dallas, Texas, and the parent company of Smith Anglin Wealth Management Group and Smith Anglin Aviation Financial Group. The firm's mission is to conscientiously secure the financial well-being of its clients over the course of their lives.
Smith Anglin Aviation Financial Group is a leader in retirement readiness for the airline industry and serves the needs of pilots, airline professionals and their families. Smith Anglin Wealth Management Group works with business owners, corporate executives, active professionals, retirees, and affluent individuals and families.